Jason R. Escamilla

IMPACTADVISOR LLC

SF, CA 94123

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CRD#: 2262397

Professional summary

Jason Richard Escamilla CFA, CFA, who also goes by Jason Richard Escamilla, is a registered financial advisor currently at IMPACTADVISOR LLC located in Sf, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jason has worked at 7 firms and has passed the Series 63, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Richard Escamilla

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jason is CEO of a software company, Impact Labs Inc. The work between Impact Labs and ImpactAdvisor ("IA") generally overlaps in that Impact Labs is a vendor to IA for software and support services in a business-to-business capacity. Jason spends roughly 5%-20% of his time on Impact Labs, both within and outside of trading hours in a given month. IA always acts in the best interest of the client and IA clients are in no way required to use the services of any representative of IA in connection with such individual's activities outside of IA. Jason is the backup Manager at Janis Escamilla Supported Living Services LLC, an entity created to help in the support and management of his brother, James Escamilla. Jason's involvement includes management of the Janis Escamilla Supported Living Services LLC and some supported living assistance to James Escamilla for up to three hours in a day during trading hours, anywhere between none to several days in a year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Escamilla CFA's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

June 11, 2015 - Present

IMPACTADVISOR LLC

Office #1: 2030 Union St Ste 205, Sf, CA 94123Office #2: 2030 Union St Ste 205, Sf, CA 94123

RIA

CRD#: 175155

SF, CA

Past

January 1, 2005 - January 6, 2005

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

May 6, 2002 - January 9, 2003

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

November 18, 1998 - May 19, 2000

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

July 31, 1996 - November 18, 1998

SENECA DISTRIBUTORS, LLC

CRD#: 40143

SAN FRANCISCO, CA

Past

July 6, 1995 - July 31, 1996

COWEN PRIME SERVICES TRADING LLC

CRD#: 23857

NEW YORK, NY

Past

June 25, 1993 - July 12, 1995

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 10, 1992 - January 28, 1993

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/11/2015)

IAR

Texas
(4/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/6/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 1/16/1997

Registered Options Principal Examination

Current Firm

IMPACTADVISOR LLC

CRD#: 175155 / SEC#:

California

Registered Investment Advisory firm - (6/11/2015 Approved)

Texas

Registered Investment Advisory firm - (4/8/2022 Conditional Restricted)

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Contact information

Main Address

2030 Union St Ste 205, Sf, CA 94123

Mailing Address

Phone number

(650) 200-0028

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 74,995,919

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason R. Escamilla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Escamilla CFA's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACTADVISOR LLC

QUEST CAPITAL STRATEGIES, INC.

VP DISTRIBUTORS LLC

VP DISTRIBUTORS LLC

SENECA DISTRIBUTORS, LLC

COWEN PRIME SERVICES TRADING LLC

CHARLES SCHWAB & CO., INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/10/1992

Series 7

Date: 8/6/1992

Series 4

Date: 1/16/1997

Current Firm

IMPACTADVISOR LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACTADVISOR LLC

TRUST BUT VERIFY

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